Using the Mobile App
Check-in/out, photos, and checklists on mobile
The mobile app is designed for field workers. It's fast, simple, and focused on what you need to do on-site.
Home Screen
When you open the app, you'll see:
- Today's jobs: Your scheduled jobs for today
- Quick check-in: A button to check in to any site
- Recent visits: Your latest visit activity
Checking In
- Tap on a scheduled job or use Quick Check-In
- Select the site (if not already selected)
- Tap Check In
- Your GPS location and arrival time are recorded
Completing Checklists
•Tap to mark as complete
•Take photos when required
•Add notes when required
- After checking in, tap on the available checklist
- Work through each item:
- Your progress is shown at the top
Taking Photos
- Tap the camera icon on any checklist item
- Take the photo
- It's automatically attached to that item
- You can take multiple photos per item
Checking Out
- When you're done, tap Check Out
- Confirm you want to end the visit
- Your departure time and GPS location are recorded
- The visit report is generated automatically
Navigation
Use the bottom tab bar to navigate between:
- Home: Today's overview
- Schedule: Your upcoming jobs
- Sites: Browse all sites
- Profile: Your account settings
Tips
- The app works best on a modern smartphone with GPS enabled
- Tap-and-hold on photos to preview them before submitting
- Pull down to refresh any screen for the latest data
Still need help? Contact [email protected]